Joel Isaacson & Co’s Main Street Capital MAIN Stock Holding History

Joel Isaacson & Co’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.13M	Buy	129,469 +263	+0.2%	+$14.7K	0.2%	54
2026 Q2	$6.7M	Buy	129,206 +199	+0.2%	+$10.5K	0.19%	57
2026 Q1	$6.83M	Buy	129,007 +176	+0.1%	+$10.4K	0.23%	53
2025 Q4	$7.78M	Buy	128,831 +171	+0.1%	+$10.1K	0.26%	49
2025 Q3	$8.18M	Buy	128,660 +151	+0.1%	+$9.8K	0.3%	44
2025 Q2	$7.59M	Buy	128,509 +176	+0.1%	+$9.7K	0.31%	42
2025 Q1	$7.26M	Buy	128,333 +163	+0.1%	+$9.7K	0.33%	37
2024 Q4	$7.51M	Buy	128,170 +174	+0.1%	+$9.28K	0.34%	37
2024 Q3	$6.42M	Buy	127,996 +123,994	+3,098%	+$6.2M	0.31%	40
2024 Q2	$202K	Buy	+4,002	New	+$195K	0.01%	333

Other funds holding MAIN

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Public Employees Retirement Association of Colorado Denver, Colorado $29.1B AUM 37.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Joel Isaacson & Co's MAIN Position: Q3 2026 in Review

Joel Isaacson & Co increased its Main Street Capital (MAIN) stake by 0.2% in Q3 2026, buying an estimated $14.7K and bringing the position to 129,469 shares worth $7.13M. The position accounts for 0.2% of the portfolio, ranked #54.

Joel Isaacson & Co first reported a position in MAIN in Q2 2024 and has held it in 10 quarters since. The position peaked at $8.18M in Q3 2025. 312 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

Joel Isaacson & Co held 129,469 shares of Main Street Capital worth $7.13M as of Q3 2026.
Joel Isaacson & Co bought 263 Main Street Capital shares in Q3 2026, an estimated $14.7K.
Main Street Capital made up 0.2% of Joel Isaacson & Co's portfolio in Q3 2026, its #54 holding.
Joel Isaacson & Co first reported a position in Main Street Capital in Q2 2024 and has held it in 10 quarters since.
Joel Isaacson & Co's Main Street Capital position peaked at $8.18M in Q3 2025.
312 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Joel Isaacson & Co's 13F filing for Q3 2026, filed 5 Nov 2026.